Little House Capital as of March 31, 2025
Portfolio Holdings for Little House Capital
Little House Capital holds 131 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $21M | 97k | 222.13 | |
| Microsoft Corporation (MSFT) | 4.7 | $17M | 46k | 375.39 | |
| Amazon (AMZN) | 3.2 | $12M | 60k | 190.26 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.1 | $11M | 196k | 58.35 | |
| NVIDIA Corporation (NVDA) | 3.0 | $11M | 102k | 108.38 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.9 | $11M | 112k | 95.37 | |
| Fidelity Covington Trust Enhanced Small (FESM) | 2.9 | $11M | 358k | 29.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $9.7M | 63k | 154.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $9.0M | 17k | 532.60 | |
| Meta Platforms Cl A (META) | 2.4 | $8.6M | 15k | 576.37 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $8.1M | 33k | 245.30 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.2 | $8.1M | 161k | 50.63 | |
| Ishares Tr Msci Eafe Etf (EFA) | 2.1 | $7.8M | 96k | 81.73 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 2.1 | $7.7M | 114k | 68.01 | |
| Wal-Mart Stores (WMT) | 2.0 | $7.4M | 85k | 87.79 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.9 | $6.8M | 83k | 81.76 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $6.5M | 12k | 548.10 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.7 | $6.2M | 75k | 82.73 | |
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.7 | $6.1M | 122k | 49.73 | |
| Broadcom (AVGO) | 1.6 | $5.9M | 35k | 167.43 | |
| Chevron Corporation (CVX) | 1.5 | $5.4M | 32k | 167.29 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.4 | $5.2M | 119k | 43.70 | |
| Johnson & Johnson (JNJ) | 1.3 | $4.8M | 29k | 165.84 | |
| Goldman Sachs (GS) | 1.3 | $4.7M | 8.6k | 546.27 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $4.7M | 35k | 132.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $4.6M | 47k | 98.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $4.3M | 7.8k | 559.41 | |
| Visa Com Cl A (V) | 1.1 | $4.2M | 12k | 350.47 | |
| Eli Lilly & Co. (LLY) | 1.1 | $4.0M | 4.9k | 825.91 | |
| Costco Wholesale Corporation (COST) | 1.0 | $3.8M | 4.0k | 945.89 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $3.6M | 63k | 57.14 | |
| Oracle Corporation (ORCL) | 1.0 | $3.6M | 25k | 139.81 | |
| Waste Management (WM) | 0.9 | $3.3M | 14k | 231.51 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $3.1M | 6.3k | 484.82 | |
| UnitedHealth (UNH) | 0.8 | $3.0M | 5.8k | 523.73 | |
| Procter & Gamble Company (PG) | 0.8 | $3.0M | 18k | 170.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.9M | 17k | 166.00 | |
| Public Storage (PSA) | 0.8 | $2.8M | 9.2k | 299.28 | |
| Home Depot (HD) | 0.7 | $2.6M | 7.2k | 366.51 | |
| Southern Company (SO) | 0.7 | $2.6M | 28k | 91.95 | |
| Caterpillar (CAT) | 0.7 | $2.5M | 7.7k | 329.80 | |
| Williams Companies (WMB) | 0.7 | $2.5M | 42k | 59.76 | |
| Netflix (NFLX) | 0.7 | $2.5M | 2.7k | 932.53 | |
| International Business Machines (IBM) | 0.7 | $2.4M | 9.8k | 248.67 | |
| salesforce (CRM) | 0.7 | $2.4M | 9.0k | 268.37 | |
| Eaton Corp SHS (ETN) | 0.7 | $2.4M | 8.7k | 271.83 | |
| Merck & Co (MRK) | 0.6 | $2.2M | 25k | 89.76 | |
| Verizon Communications (VZ) | 0.6 | $2.2M | 49k | 45.36 | |
| ConocoPhillips (COP) | 0.6 | $2.2M | 21k | 105.02 | |
| Starbucks Corporation (SBUX) | 0.6 | $2.1M | 21k | 98.09 | |
| Abbott Laboratories (ABT) | 0.5 | $2.0M | 15k | 132.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.9M | 12k | 156.23 | |
| TJX Companies (TJX) | 0.5 | $1.9M | 15k | 121.80 | |
| McDonald's Corporation (MCD) | 0.5 | $1.8M | 5.8k | 312.34 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $1.7M | 68k | 25.39 | |
| Cme (CME) | 0.5 | $1.7M | 6.5k | 265.30 | |
| American Electric Power Company (AEP) | 0.5 | $1.7M | 15k | 109.27 | |
| Amgen (AMGN) | 0.4 | $1.6M | 5.0k | 311.57 | |
| Atmos Energy Corporation (ATO) | 0.4 | $1.5M | 9.9k | 154.59 | |
| Coca-Cola Company (KO) | 0.4 | $1.5M | 21k | 71.62 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $1.5M | 30k | 50.33 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.4M | 4.0k | 352.58 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $1.4M | 19k | 72.70 | |
| Paccar (PCAR) | 0.4 | $1.4M | 14k | 97.37 | |
| Progressive Corporation (PGR) | 0.4 | $1.4M | 4.8k | 283.04 | |
| Ge Aerospace Com New (GE) | 0.4 | $1.3M | 6.5k | 200.13 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $1.3M | 14k | 91.73 | |
| Kla Corp Com New (KLAC) | 0.3 | $1.2M | 1.8k | 679.75 | |
| Bank of America Corporation (BAC) | 0.3 | $1.2M | 29k | 41.73 | |
| Blackrock (BLK) | 0.3 | $1.2M | 1.2k | 946.49 | |
| Digital Realty Trust (DLR) | 0.3 | $1.2M | 8.1k | 143.28 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.2M | 19k | 60.99 | |
| Medtronic SHS (MDT) | 0.3 | $1.2M | 13k | 89.86 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.2M | 50k | 23.13 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $1.1M | 52k | 21.72 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.3 | $1.1M | 45k | 24.99 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $1.1M | 55k | 20.75 | |
| Palo Alto Networks (PANW) | 0.3 | $1.1M | 6.6k | 170.64 | |
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $1.1M | 43k | 25.56 | |
| Manulife Finl Corp (MFC) | 0.3 | $1.1M | 36k | 31.15 | |
| Motorola Solutions Com New (MSI) | 0.3 | $1.1M | 2.5k | 437.82 | |
| Carrier Global Corporation (CARR) | 0.3 | $1.1M | 17k | 63.40 | |
| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.3 | $1.0M | 40k | 25.79 | |
| Union Pacific Corporation (UNP) | 0.3 | $1.0M | 4.3k | 236.25 | |
| Deere & Company (DE) | 0.3 | $1.0M | 2.2k | 469.35 | |
| Public Service Enterprise (PEG) | 0.3 | $961k | 12k | 82.30 | |
| Boston Scientific Corporation (BSX) | 0.3 | $945k | 9.4k | 100.88 | |
| Servicenow (NOW) | 0.3 | $940k | 1.2k | 796.14 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $937k | 1.4k | 662.64 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $934k | 37k | 25.26 | |
| Martin Marietta Materials (MLM) | 0.2 | $903k | 1.9k | 478.14 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $854k | 9.1k | 93.66 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $801k | 18k | 45.07 | |
| CRH Ord (CRH) | 0.2 | $783k | 8.9k | 87.97 | |
| Quanta Services (PWR) | 0.2 | $774k | 3.0k | 254.18 | |
| Workday Cl A (WDAY) | 0.2 | $772k | 3.3k | 233.53 | |
| ResMed (RMD) | 0.2 | $739k | 3.3k | 223.86 | |
| Vulcan Materials Company (VMC) | 0.2 | $728k | 3.1k | 233.30 | |
| S&p Global (SPGI) | 0.2 | $724k | 1.4k | 508.10 | |
| Chubb (CB) | 0.2 | $706k | 2.3k | 301.99 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $697k | 1.9k | 361.09 | |
| Trane Technologies SHS (TT) | 0.2 | $693k | 2.1k | 336.94 | |
| Proshares Tr Short S&p 500 Ne (SH) | 0.2 | $691k | 16k | 44.56 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $670k | 14k | 46.81 | |
| Fiserv (FI) | 0.2 | $623k | 2.8k | 220.83 | |
| Marriott Intl Cl A (MAR) | 0.2 | $602k | 2.5k | 238.20 | |
| IDEXX Laboratories (IDXX) | 0.2 | $589k | 1.4k | 419.95 | |
| Ishares Tr National Mun Etf (MUB) | 0.2 | $574k | 5.4k | 105.44 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $553k | 400.00 | 1383.29 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $548k | 4.6k | 118.94 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $496k | 7.5k | 66.34 | |
| Eastern Bankshares (EBC) | 0.1 | $484k | 30k | 16.40 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $472k | 7.5k | 62.54 | |
| Danaher Corporation (DHR) | 0.1 | $402k | 2.0k | 204.97 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $393k | 5.3k | 73.45 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $378k | 1.9k | 199.49 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $376k | 3.1k | 121.12 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $371k | 4.9k | 75.65 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $363k | 3.9k | 92.83 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $306k | 3.1k | 100.18 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $305k | 11k | 27.26 | |
| Moody's Corporation (MCO) | 0.1 | $275k | 591.00 | 465.69 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $253k | 3.2k | 78.29 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $243k | 4.5k | 53.97 | |
| Phillips 66 (PSX) | 0.1 | $235k | 1.9k | 123.50 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $235k | 4.7k | 49.81 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $233k | 631.00 | 368.53 | |
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $222k | 5.0k | 44.59 | |
| Kimco Realty Corporation (KIM) | 0.1 | $220k | 10k | 21.24 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $207k | 662.00 | 312.14 | |
| Terawulf (WULF) | 0.0 | $43k | 16k | 2.73 |
